{"filings":[{"id":2051677,"accession_number":"0001445305-26-000059","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2026-08-04T20:11:02+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q2 revenue $255M (+19% YoY), GAAP EPS $0.24, non-GAAP EPS $0.80; raises FY margin target to 18%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $255M (+19% YoY); subscription & support $236M (+19%).","GAAP net income $13M vs loss $19M YoY; GAAP EPS $0.24 vs -$0.35.","Non-GAAP operating margin 16.8% (beat high end by 180 bps), up from 3.8% YoY.","Customers 6,750 (+283 YoY); net retention 111%; ACV >$100K customers up 20%.","Repurchased $123M of stock in Q2; $106M remaining; FY non-GAAP op margin target ~18% (a year early)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":806637,"accession_number":"0001445305-26-000050","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2026-06-02T20:26:00+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Workiva shareholders approve 3.9M share increase to equity plan at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2014 Equity Incentive Plan, increasing authorized shares from 17,760,000 to 21,660,000.","Elected three Class III directors: Michael M. Crow, R. Scott Herren, Julie Iskow for terms expiring 2029.","Advisory vote on executive compensation passed with approximately 68% of votes cast in favor.","The share increase becomes effective May 28, 2026, subject to shareholder approval which was obtained."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92909,"accession_number":"0001445305-26-000046","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Workiva dismisses EY as auditor, appoints Grant Thornton effective after Q1 2026 review","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee dismissed Ernst & Young (EY) as independent auditor, effective after completing Q1 2026 review.","EY reports for FY2024 and FY2025 were unqualified with no disagreements or reportable events.","Audit Committee approved Grant Thornton as new auditor for FY2026 and related interim periods.","EY furnished a letter to SEC agreeing with the disclosures; letter filed as Exhibit 16.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92908,"accession_number":"0001445305-26-000043","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q1 2026 revenue $247M (+20% YoY); swings to GAAP net income of $19M from prior-year loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $247M (+20% YoY); subscription & support revenue $225M (+21%).","GAAP net income $19M ($0.33/diluted) vs net loss of $21M (-$0.38) in Q1 2025.","Non-GAAP operating margin 18.4% (up 1,600 bps YoY); GAAP margin 6.2% vs (12.0)%.","Repurchased $50M of stock in Q1; $228M remaining under $350M repurchase plan.","Q2 revenue guidance $250-$252M; full-year revenue $1.037B-$1.041B, non-GAAP EPS $2.85-$2.95."],"consensus_eps_estimate":null,"consensus_eps_actual":0.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":247306000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104127,"accession_number":"0001445305-26-000015","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q4 revenue $239M (+20% YoY); guides FY2026 revenue >$1B, expands buyback by $250M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $239M (+20% YoY); subscription & support revenue $219M (+21%); GAAP net income $12M vs loss of $9M.","Non-GAAP operating margin 19.1% (Q4) and 9.9% (FY); free cash flow margin 15.6% in FY2025.","FY2026 revenue guidance $1.036B-$1.040B, representing first >$1B year; non-GAAP EPS guidance $2.66-$2.76.","Board authorized additional $250M share repurchase; $72M repurchased in FY2025 under existing plan.","Customer count 6,624 (+319 YoY); net retention rate 113%; customers with >$100K ACV up 22% to 2,507."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":884568000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104126,"accession_number":"0001445305-26-000005","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Workiva adds former Cisco CFO Herren and ex-Workday exec Peek to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Mulcahy resigns as director and lead independent director, effective Jan 27, 2026, with no disagreement.","Suku Radia appointed as new lead independent director by the board.","Scott Herren, former Cisco EVP/CFO, joins board effective March 2, 2026, as Class III director.","Mark Peek, former Workday EVP/CFO/Co-President, joins board effective June 1, 2026, as Class I director.","Board expands to eight members with these appointments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120396,"accession_number":"0001445305-25-000150","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Workiva appoints Barbara Larson as CFO effective Jan 20, 2026; CEO Iskow interim CFO from Dec 27","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Barbara Larson named EVP, CFO, Treasurer effective Jan 20; base salary $485k, bonus target 85%, $8M RSU grant.","CEO Julie Iskow appointed Interim CFO from Dec 27, 2025, until Larson's start date.","Former CFO Jill Klindt's employment ends Dec 26, 2025, as previously disclosed.","Larson most recently CFO at SentinelOne; previously CFO at Workday; also board member at Equifax (EFX).","Larson to lead financial strategy focusing on profitable growth and AI-driven platform expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120395,"accession_number":"0001445305-25-000141","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q3 beats, raises FY25 guidance; CSO departs, new CRO named","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 total revenue $224M (+21% YoY); subscription revenue +23% to $210M; GAAP net income $3M vs loss year ago.","Non-GAAP op margin 12.7% vs 4.1%; raised FY25 non-GAAP op margin target to 9.2-9.4%.","Raised Q4 2025 rev guidance to $234-236M; non-GAAP EPS $0.67-0.70.","Customers with ACV >$500K up 42% to 236; net retention 114%; $10M repurchased in Q3.","CSO Michael Hawkins stepping down; Michael Pinto appointed CRO effective Nov 6."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":645633000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136974,"accession_number":"0001445305-25-000124","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q2 revenue up 21% to $215M; CFO stepping down; FY guidance raised","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 subscription revenue $198M (+23% YoY); total revenue $215M (+21% vs. $178M).","GAAP net loss $(19M) ($(0.35)/share); non-GAAP net income $11M ($0.20 basic EPS).","FY 2025 revenue guidance raised to $870-873M; non-GAAP EPS $1.31-1.38.","CFO Jill Klindt stepping down; will remain through Dec 2025 or until successor appointed.","Customers with ACV >$500K grew 35% to 208; net retention rate 114%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":421467000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154246,"accession_number":"0001445305-25-000099","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"Workiva stockholders approve charter amendment to exculpate officers; re-elect three directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved Certificate of Incorporation amendment to exculpate officers (60.6M for, 20.0M against).","Three Class II directors re-elected: Astha Malik, Suku Radia, Martin J. Vanderploeg.","Advisory say-on-pay approved (73.7M for); stockholders recommend annual frequency.","Ratification of Ernst & Young as independent auditor for FY2025 (83.8M for)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154245,"accession_number":"0001445305-25-000090","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q1 revenue $206M (+17% YoY); GAAP loss per share $(0.38) vs $(0.21)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Subscription & support revenue $186M (+20% YoY); professional services revenue flat at $21M.","GAAP net loss $(21M) vs $(12M) prior year; non-GAAP net income $8M vs $13M.","Customers with ACV >$500K grew 32% YoY to 191; total customers 6,385 (+311).","Repurchased $40M of stock in Q1; $59.9M remaining under $100M authorization.","FY 2025 revenue guidance reaffirmed at $864M-$868M; Q2 guidance $208M-$210M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":206280000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154244,"accession_number":"0001445305-25-000060","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2025-04-04T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Workiva director Brigid Bonner not standing for re-election; Astha Malik nominated to Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brigid Bonner will not seek re-election as Class II director at 2025 annual meeting; no disagreement with company.","Bonner remains director until annual meeting; her departure from Nominating & Compensation Committees.","Board nominates Astha Malik (CBO of Braze, BRZE) to stand for election as new Class II director.","Malik brings experience as Chief Business Officer of Braze; she will serve if elected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172836,"accession_number":"0001445305-25-000033","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q4 revenue up 20% to $200M; subscription up 22%; guides FY2025 revenue $864-868M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net loss $9M ($0.16/share) vs. $4M loss a year ago; non-GAAP net income $19M ($0.33 diluted).","Full-year 2024 revenue $739M (+17%); non-GAAP net income $54M vs. $23M loss in 2023.","Customers with ACV >$500K rose 32% to 181; net retention rate improved to 112% from 110%.","Q1 2025 revenue guidance $203-205M; non-GAAP EPS $0.07 diluted.","FY2025 revenue guidance $864-868M; non-GAAP operating margin 5.0-5.5%; free cash flow margin ~12%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":738680000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189847,"accession_number":"0001445305-24-000142","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q3 revenue $186M (+17% YoY), beats guidance; raises FY 2024 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 total revenue $186M (+17% YoY); subscription & support revenue $171M (+19% YoY).","GAAP net loss narrowed to $17M ($0.31/sh) from $56M loss ($1.04/sh) a year ago.","Non-GAAP net income $12M ($0.22 basic EPS) vs non-GAAP net loss of $35M in Q3 2023.","Raised FY 2024 revenue guidance to $733-735M (up $6M); Q4 guidance $194-196M.","Customers with ACV >$500K grew 28% YoY to 166; total customers 6,237 (+292 YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":538791000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206358,"accession_number":"0001445305-24-000106","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q2 revenue $178M (+15% YoY), raises FY2024 guidance, announces $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 total revenue $178M (+15% YoY); subscription & support $161M (+18%).","GAAP net loss $18M ($0.32 loss/share) vs $21M loss a year ago; non-GAAP net income $9M ($0.17/share basic).","Raises FY2024 revenue guidance to $727M-$729M; Q3 guidance $182M-$183M.","Announced $100M share repurchase program; customers with ACV >$300K up 31% YoY to 356.","Improved operating margin: non-GAAP operating income $4M vs loss $1M a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":353170000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223472,"accession_number":"0001445305-24-000098","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Workiva acquires Sustain.Life for $100M in cash, adding carbon accounting platform","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total purchase price $100M, subject to customary adjustments; merger closed immediately on June 17, 2024.","Workiva deposited $10M escrow for seller obligations and $1M for consideration adjustments.","Sustain.Life shareholders receive pro rata cash consideration; equity awards canceled or accelerated.","Acquisition strengthens Workiva's ESG reporting capabilities with carbon tracking software."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223471,"accession_number":"0001445305-24-000082","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2024-06-03T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Workiva shareholders OK 3.9M-share increase to equity plan; directors re-elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved raising equity plan share reserve from 13.86M to 17.76M, adding 3.9M new shares.","Robert H. Herz and David S. Mulcahy re-elected as Class I directors with terms through 2027.","Advisory vote on named executive officer compensation passed with 96.4% support (76.6M for, 2.8M against).","Ernst & Young ratified as independent auditor for fiscal 2024 with 99.8% of votes cast in favor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223470,"accession_number":"0001445305-24-000070","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q1 revenue $176M (+17%), non-GAAP net income $0.23/sh; guides FY24 revenue $719-723M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 total revenue $176M, up 17% YoY; subscription & support $155M (+20%); professional services flat at $21M.","GAAP net loss $12M ($0.21/sh) vs loss $46M ($0.86) in Q1 2023; Non-GAAP net income $13M ($0.23 basic).","Customers with ACV >$300K reached 332, up 34% YoY; total customers 6,074 (+320 YoY). Revenue retention rate 111% incl. add-on.","Q2 2024 revenue guidance $174-176M; FY2024 revenue guidance $719-723M; non-GAAP EPS $0.96-$1.03.","Cash & securities $838M; convertible notes of $773M aggregate principal."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":175667000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242915,"accession_number":"0001445305-24-000020","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2024-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q4 subscription revenue up 18% to $149M; guides FY24 revenue $718-$722M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $167M (+16% YoY); subscription revenue $149M (+18% YoY)","Q4 GAAP net loss narrowed to $4M ($0.08) from $14M ($0.26) YoY; non-GAAP net income $18M ($0.30 diluted)","FY23 operating cash flow $71M (record); subscription revenue $559M (+20% YoY)","Customers with ACV >$300K up 32% to 311; revenue retention including add-on 110%","Q1 2024 revenue guidance $173-$175M; FY2024 revenue guidance $718-$722M"],"consensus_eps_estimate":null,"consensus_eps_actual":-2.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":630039000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260283,"accession_number":"0001445305-23-000165","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q3 revenue up 19% to $158.2M; subscription revenue +21% YoY; large contract customers up 38%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Subscription & support revenue $143M (+21% YoY); total revenue $158.2M (+19% YoY).","GAAP net loss $56M ($1.04/sh) vs $30M loss a year ago; non-GAAP net loss $35M ($0.65/sh).","Customers with ACV >$300K grew 38% to 296; net revenue retention including add-ons rose to 112% from 107%.","Issued $702M of 1.250% convertible notes due 2028; used proceeds to repurchase $273.8M of 2026 notes.","Q4 2023 revenue guidance $164-165M; full-year revenue $627-628M; non-GAAP operating income expected $3-4M."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":463386000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260282,"accession_number":"0001445305-23-000159","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-10-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Workiva enters new employment agreement with EVP, Chief Legal Officer Ziegler","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Annual base salary remains $400,000; target bonus of 75% of base for 2023.","Severance: 2x base salary + target bonus for termination without cause/good reason (non-CIC); 3x for CIC-related.","Equity awards fully vest upon termination without cause/good reason or death/disability.","Non-competition and non-solicitation restrictions for 12 months post-termination.","Agreement effective October 2, 2023, supersedes prior agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277579,"accession_number":"0001445305-23-000144","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-08-29T23:59:59+00:00","items":["2.03","3.02"],"status":"ready","headline":"Workiva closes $77M add-on to 1.250% convertible notes due 2028, net proceeds ~$75.8M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Sold additional $77M of 1.250% Convertible Senior Notes due 2028 to Goldman Sachs under option from August 17 offering.","Net proceeds of approximately $75.8M after fees and expenses.","Additional Notes have same terms as the $625M Initial Notes issued August 17, 2023.","Notes mature in 2028, bear interest at 1.250% per annum, and are convertible into Class A common stock.","Notes sold in private placement to QIBs under Rule 144A; conversion shares unregistered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277578,"accession_number":"0001445305-23-000139","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-08-17T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Workiva issues $625M 1.250% convertible notes due 2028; repurchases $274M of 2026 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$625M principal of 1.250% Convertible Senior Notes due 2028 priced; option for additional $100M.","Initial conversion price ~$133.89/share, representing ~30% premium to Aug. 14 close.","Used $397M of proceeds to repurchase $274M of existing 1.125% 2026 notes.","Net proceeds expected ~$615M (or ~$714M if option exercised in full).","Remaining net proceeds for working capital and potential complementary acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277577,"accession_number":"0001445305-23-000132","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q2 revenue up 18% to $155M; subscription revenue +21% YoY; guides Q3 $155-156M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 total revenue $155.0M (+18% YoY); subscription & support $136.8M (+21% YoY).","GAAP net loss $20.9M ($0.39/share) improved from $28.9M loss ($0.55/share) in Q2 2022.","Non-GAAP net income $1.2M ($0.02/share) vs loss of $9.0M ($0.17/share) prior year.","Customers with ACV >$150K up 28% to 823; revenue retention rate (incl. add-on) 111%.","Q3 2023 revenue guidance $155-156M; full-year revenue guidance $626-628M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":305211000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277576,"accession_number":"0001445305-23-000124","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-07-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Workiva appoints Junko Swain as SVP and Chief Accounting Officer effective Aug 14","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Junko Swain named Senior VP and Chief Accounting Officer; Jill Klindt remains EVP, CFO and Treasurer.","Swain's initial annual base salary set at $365,000 with 40% target bonus for 2023.","Compensation Committee approved $2,000,000 RSU grant vesting in four equal annual installments.","Swain previously served as CAO and Treasurer at Upwork Inc. and held senior roles at Apple, VMware, and eBay.","Appointment effective August 14, 2023; no family relationships or material transactions disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295552,"accession_number":"0001445305-23-000107","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Workiva shareholders elect directors, approve executive compensation, ratify auditor at 2023 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Michael M. Crow (60.6M for, 17.6M withhold) and Julie Iskow (77.7M for, 0.5M withhold) elected as Class III directors until 2026.","Advisory vote on executive compensation approved with 72.6M for, 4.4M against, 1.2M abstain.","Ratification of Ernst & Young as independent auditor for FY2023 passed with 82.4M for, 0.1M against, 40K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295551,"accession_number":"0001445305-23-000097","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q1 revenue $150.2M (+16% YoY); subscription rev up 21%; GAAP net loss $0.86/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total Q1 revenue $150.2M (+16% YoY); subscription & support revenue $129.7M (+21%).","GAAP net loss $46.2M ($0.86/share) vs loss of $18.5M ($0.35) in Q1 2022.","Non-GAAP net loss $6.6M ($0.12/share) vs loss of $2.5M ($0.05) in Q1 2022.","Customers with ACV >$150K grew 24% YoY; revenue retention rate 98% (excl. add-ons).","Q2 2023 guidance: revenue $153-154M; FY2023 rev guidance $626-628M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":150189000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316087,"accession_number":"0001445305-23-000043","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-02-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CEO Martin Vanderploeg to retire; Julie Iskow appointed CEO effective April 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Vanderploeg receives $1.38M lump sum, remains on Board as Non-Executive Chair.","Julie Iskow named CEO and President; base salary $610K, target bonus 125%.","Iskow receives $4.25M RSU grant vesting over three years.","David Mulcahy steps down as Chair, becomes Lead Independent Director."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316086,"accession_number":"0001445305-23-000041","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q4 revenue $143.8M (+19% YoY); non-GAAP op profit beats guidance; FY23 revenue guidance $624-626M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $143.8M (+19.1% YoY); subscription & support revenue $125.9M (+20.7% YoY).","GAAP net loss $13.9M ($0.26 loss per share); non-GAAP net income $4.2M ($0.08 per share).","Customers reached 5,664; ACV >$150K customers up 24% to 718; revenue retention rate 97.8%.","Full year 2022 revenue $537.9M (+21.3% YoY); GAAP net loss $90.9M vs $37.7M in 2021.","Q1 2023 revenue guidance $149-150M; full year 2023 revenue guidance $624-626M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":537875000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316085,"accession_number":"0001445305-23-000016","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-01-31T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Workiva adopts new RSU and PSU award forms for executive employees under 2014 EIP","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved forms of restricted stock unit (RSU) and performance RSU (PSU) agreements for executives.","RSUs vest on termination for Good Reason or by the Company without Cause; unvested RSUs forfeited on termination for Cause.","PSUs earned between 0% and 200% of target based on annual revenue growth rate goals over a three-year performance period.","PSU vesting accelerates to target on termination for Good Reason or without Cause; to maximum on change in control with termination within 24 months.","All awards subject to clawback for material misconduct or financial restatement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316084,"accession_number":"0001445305-23-000007","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-01-10T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Workiva amends bylaws to clarify stockholder director nomination procedures","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board amended bylaws on Jan 9, 2023 to enhance procedural mechanics for stockholder nominations of directors.","New requirement: stockholders soliciting proxies from others must use a non-white proxy card.","Amended and restated bylaws attached as Exhibits 3.1(a) (clean) and 3.1(b) (marked).","Change effective immediately upon adoption."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316083,"accession_number":"0001445305-23-000004","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2023-01-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Workiva CTO Jeff Trom to retire Feb 1, 2023; will consult 12 months at $10k/month","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Retirement as CTO effective February 1, 2023; Trom enters 12-month consulting agreement.","Monthly retainer of $10,000 for periodic advisory services to R&D leadership.","Agreement contains non-competition and non-hire clauses; equity vesting at Compensation Committee discretion.","Trom eligible for COBRA medical coverage for 18 months post-retirement.","Consulting agreement replaces prior employment agreement; either party may terminate at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334402,"accession_number":"0001445305-22-000138","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q3 revenue up 17.9% to $132.8M but GAAP net loss widens to $29.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Subscription & support revenue $118.6M (+19.9% YoY); total revenue $132.8M (+17.9%).","GAAP net loss $29.7M ($0.56/share) vs $6.6M loss a year ago; non-GAAP net loss $7.9M.","Customer count rose to 5,541 (incl. ~895 ParsePort); customers with ACV >$150K up 25% to 676.","Full-year 2022 revenue guidance: $533M–$534M; GAAP loss per share $1.92–$1.90.","Cash and marketable securities $433M, down from $530.4M at Dec 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":394072000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351827,"accession_number":"0001445305-22-000117","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2022-09-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Workiva CFO Mithun Banarjee leaves; unvested equity vests, COBRA paid 18 months","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mithun Banarjee's employment terminated effective September 1, 2022; separation agreement signed.","All unvested equity awards vest immediately, including RSUs and PSUs at target performance.","Company will pay COBRA health premiums for up to 18 months if Banarjee elects coverage.","Agreement includes non-disparagement, confidentiality, and general release of claims against Workiva.","No replacement or interim CFO announced in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351826,"accession_number":"0001445305-22-000109","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2022-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q2 revenue up 24.6% to $131.5M, but GAAP net loss widens to $28.9M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total Q2 revenue $131.5M (+24.6% YoY); subscription & support revenue $113.4M (+24.3% YoY).","GAAP net loss $28.9M (EPS -$0.55) vs loss $9.5M (EPS -$0.19) in Q2 2021.","Non-GAAP net loss $9.0M (EPS -$0.17) vs net income $3.8M (EPS $0.07) a year ago.","Customers 5,381 (+1,432 YoY, incl. ~850 from ParsePort acquisition). Revenue retention rate 97.9%.","Q3 revenue guidance $132-133M; full-year $534-536M. Non-GAAP operating profit expected by H2 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":261223000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369258,"accession_number":"0001445305-22-000095","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2022-06-03T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Workiva shareholders approve 3M share equity plan increase, elect directors","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Approved amendment of 2014 Equity Incentive Plan, increasing shares from 10.86M to 13.86M.","Stockholders elected Brigid Bonner, Suku Radia, Martin Vanderploeg as Class II directors.","Advisory vote on executive compensation approved with 96.4% of votes cast in favor.","Ratified Ernst & Young as independent auditor for fiscal year ending Dec 31, 2022.","Over 82.3M shares voted in favor of auditor ratification; minimal abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369257,"accession_number":"0001445305-22-000085","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q1 revenue $129.7M (+24.4% YoY); GAAP EPS loss $0.35 vs $0.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $129.7M, up 24.4% YoY; subscription & support revenue $107.1M, up 26.1%.","GAAP net loss $18.5M ($0.35 loss per share) vs $7.3M loss ($0.15) in Q1 2021.","Non-GAAP net loss $2.5M ($0.05 loss per share) vs non-GAAP net income of $6.6M ($0.13) a year ago.","Customer count 4,408 (+608 YoY); 1,124 customers with ACV >$100K, up 27% YoY.","Acquired ParsePort on Apr 1, 2022; guidance: FY2022 revenue $534-536M, Q2 revenue $125.5-126.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":129674000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369256,"accession_number":"0001445305-22-000059","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2022-04-01T23:59:59+00:00","items":["1.01","2.01","7.01","9.01"],"status":"ready","headline":"Workiva acquires ParsePort for $100M cash to boost European XBRL/ESEF reporting","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired all equity of Denmark-based ParsePort for $100M in cash, closing simultaneous with signing.","ParsePort provides XBRL and Inline XBRL conversion software; used by 800+ orgs for ESEF, EBA, EIOPA, ESMA compliance.","Founders Michael Krog and Kim Eriksen will continue to lead ParsePort under its name.","Acquisition funded from existing cash on hand; strengthens Workiva's transparent reporting platform in Europe.","Additional details to be provided on Q1 2022 earnings call May 3, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388454,"accession_number":"0001445305-22-000039","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2022-02-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Workiva appoints Julie Iskow as President; CCO takes leave, CTO reduces time","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Martin Vanderploeg steps down as President but remains CEO; Julie Iskow (COO) appointed President effective March 1, 2022.","Julie Iskow receives $1,154,995 in RSUs vesting over three years.","Chief Customer Officer Mithun Banarjee takes six-month unpaid leave from March 1, 2022; employment agreement amended.","CTO Jeffrey Trom reduces to half-time role with 50% base salary reduction."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388453,"accession_number":"0001445305-22-000037","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2022-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q4 revenue up 28.7% to $120.8M; guides FY22 rev $532-534M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $120.8M (+28.7% YoY); subscription & support $104.3M (+28.8%).","Q4 GAAP net loss $14.3M ($0.28/share) vs loss $8.0M ($0.16) in Q4 2020.","Q4 non-GAAP net income $1.7M ($0.03/share) vs $4.6M ($0.09) in Q4 2020.","FY2021 revenue $443.3M (+26.1% YoY); GAAP net loss $37.7M ($0.74) vs loss $48.4M ($1.00) in 2020.","Guides Q1'22 rev $127-128M, FY'22 rev $532-534M; expects GAAP loss from ops $104.9-102.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":443285000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388452,"accession_number":"0001445305-22-000005","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2022-01-31T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Workiva adopts PSU award form with annual revenue growth targets 20-26%","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board adopted form of PSU award for executive employees under 2014 Equity Incentive Plan.","PSUs vest over three years based on annual revenue growth rate goals.","For 2022: Threshold 20%, Target 22.5%, Maximum 26% YoY revenue growth.","For 2023/2024: Threshold 18%, Target 20%, Maximum 26% average annual growth.","Earned shares range from 0% to 200% of target; capped at 200%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406385,"accession_number":"0001445305-21-000176","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2021-11-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Workiva CEO sells 600k shares, CTO sells 330k shares; both affirm continued roles","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Vanderploeg sold 600,000 Class A shares (~24.8% of beneficial holdings) in block trade, representing 1.2% of total outstanding stock.","CTO Trom sold 330,000 Class A shares (~23% of beneficial holdings) in block trade, representing 1.3% of total outstanding stock.","Both converted Class B to Class A: Vanderploeg 466,449 shares; Trom 682,395 shares (from trust and personal).","Charitable remainder trust donated 397,750 Class A shares to charities.","Both executives affirm they intend to continue as CEO and CTO respectively."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406384,"accession_number":"0001445305-21-000167","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q3 revenue $112.7M (+27.9% YoY); raises FY2021 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Subscription & support revenue $98.9M, up 30.4% YoY; total revenue beat guidance.","GAAP net loss improved to $0.13 per share from $0.21; non-GAAP net income $0.17 basic.","Customers with ACV >$150k grew 41% YoY to 541; revenue retention rate (incl add-on) 111.1%.","Full-year revenue guidance raised to $439-440M; non-GAAP operating income guided to $15-16M.","Acquired OneCloud iPaaS on July 30 to expand integration capabilities (deal value not disclosed)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":322502000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":425396,"accession_number":"0001445305-21-000111","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2021-08-11T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CEO and CTO of Workiva sell combined 1.34M shares for personal planning; affirm roles","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO sold 735,579 shares (22% of beneficial stake, 1.4% of total) for divorce tax planning.","CTO sold 600,000 shares (28.3% of beneficial stake, 1.2% of total) for philanthropy and diversification.","Both converted Class B to Class A stock before block trades; confirm they will remain in current positions.","Post-sale: CEO holds ~5.1% total capital stock with ~19% voting power; CTO holds ~3% with ~12.4% voting power."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":425395,"accession_number":"0001445305-21-000107","cik":1445305,"company_name":"WORKIVA INC","ticker":"WK","form_type":"8-K","filed_at":"2021-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Workiva Q2 revenue $105.6M (+25.9% YoY); raises FY21 revenue guidance to $430-432M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Subscription & support revenue $91.2M (+29% YoY); total gross margin 76.7% vs 73.5%.","GAAP net loss $9.5M ($0.19 loss per share); non-GAAP net income $3.8M ($0.07 per share).","Customers with ACV >$150K grew 46% YoY to 500; overall revenue retention rate 111.6% including add-ons.","Acquired OneCloud, an iPaaS company, on July 30, 2021.","Q3 2021 revenue guided $108-109M; FY21 revenue guidance raised to $430-432M from prior range."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":209809000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2788570000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}